List of Financial advisors in Ohio
Ohio has 1,318 Financial advisors in this dataset, last verified September 6, 2026. It is the fifth-largest market for Financial advisors in the United States, holding 3.2% of the national total, behind New York (1,542) and ahead of Georgia (1,314).
Among cities, Cincinnati leads by a wide margin with 223, 65% more than Toledo (135), followed by Akron (126). Together the top three hold 37% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in Ohio: 326 records (24.7%) include an email address, below the national rate of 28.7%, so phone should carry more of the outreach. 1,302 (98.8%) list a phone number, and 322 carry both.
94.4% of Financial advisors in Ohio have a website, in line with the national average of 94.7%. Only 74 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 582 rated Financial advisors in Ohio, 81% hold a 5-star average, in line with the national figure of 79%. 27 are rated 1 to 2 stars (4.6% of rated businesses, below the national 5.8%), a natural shortlist for reputation management and review software.
Social Media Reach
199
96
159
77
YouTube
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Financial advisors List in Ohio
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Kelly Pariso - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Akron | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Callie Lucich - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Youngstown | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Lyon Capital Strategies | Address | Akron | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Philip Mercio - RBC Wealth Management Financial Advisor | Address | Westlake | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bluespring Wealth â River Valley | Address | Cincinnati | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Tolmiros Financial Designs | Address | Youngstown | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Fleck Financial | Address | Akron | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bortz Wealth Planning of Raymond James | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Building Blocks Financial planning | Address | Westlake | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Johnny Dawson - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Columbus | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wealth Management Solutions | Address | Columbus | Ohio | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Miamisburg, OH Branch Office - UBS Financial Services Inc. | Address | Miamisburg | Ohio | United States | Email | Phone | 7 | 3.3 | — | — | — | — | ||
O.N. Equity Sales Co | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Dynamic Trend | Address | Akron | Ohio | United States | Email | Phone | 7 | 4.4 | — | — | |||||
 | Moss Wealth Management - UBS Financial Services Inc. | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 1,318 records with complete field coverage.
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1,318 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial advisors in Ohio
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 1,318 Financial advisors in Ohio, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Ohio
Each of these buyers can work the 1,318 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 1,318 Financial advisors in Ohio.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Ohio
Start with the 322 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,302): 98.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (326): 24.7% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (206): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Ohio
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (27): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,119): 85% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Ohio
The 1,318 Financial advisors in Ohio are spread across 3 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Cincinnati, Toledo and Akron hold 37% of records in Ohio, the biggest clusters for in-person visits.
- Beyond the big cities: 834 records (63%) sit outside the 3 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial advisors in Ohio
1,318 records · verified September 6, 2026
- Phone numbers
- 1,302
- Email addresses
- 326
- Phone and email
- 322
- Websites
- 1,244
Google ratings· 582 rated (44%)
81% hold 5 stars
- 1-star rated
- 22
- 3.8% of rated
- 2-star rated
- 5
- 0.9% of rated
- 3-star rated
- 43
- 7.4% of rated
- 4-star rated
- 38
- 6.5% of rated
- 5-star rated
- 474
- 81.4% of rated
Social profiles:
- Facebook:199· 15.1%
- LinkedIn:159· 12.1%
- X (Twitter):109· 8.3%
- Instagram:96· 7.3%
- YouTube:77· 5.8%
Financial advisors in Ohio are a phone-first market: 98.8% list a phone number but only 24.7% publish an email. Among 582 rated Financial advisors, 81% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial advisors in Ohio
Everything you need to know about our financial advisors database for Ohio: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Ohio?
There are 1,318 financial advisors in Ohio in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Ohio, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial advisors data for Ohio?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Ohio?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Ohio?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Ohio as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Ohio cost?
The complete financial advisors leads database for Ohio costs $15 as a one-time payment.
You get instant access to all 1,318 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Ohio specifically, a one-time $15 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Ohio financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Ohio have phone numbers?
1,302 financial advisors in Ohio (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Ohio have email addresses?
326 financial advisors in Ohio (25%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Ohio have both a phone number and an email address?
322 financial advisors in Ohio have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Ohio are active on social media?
Social profile coverage for financial advisors in Ohio: 159 on LinkedIn, 199 on Facebook, 96 on Instagram, 77 on YouTube, 109 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Ohio have a website?
1,244 financial advisors in Ohio (94%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Ohio do not have a website?
74 financial advisors in Ohio operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Ohio?
Rating breakdown for financial advisors in Ohio: 474 with a 5-star rating, 38 with a 4-star rating, 43 with a 3-star rating, 5 with a 2-star rating, 22 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for other states or the entire US?
Yes. The national Financial advisors database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Ohio first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial advisors contact data in Ohio legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.